Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368B
AUM Growth
-$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$3.34B
2
+$2.05B
3
+$1.88B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.71B
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.3B

Top Sells

1
+$712M
2
+$651M
3
+$568M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$454M
5
AAPL icon
Apple
AAPL
+$406M

Sector Composition

1 Technology 16.07%
2 Healthcare 10.42%
3 Financials 7.81%
4 Consumer Discretionary 7.33%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
$2.42M ﹤0.01%
904
-93
3127
$2.41M ﹤0.01%
129,252
+94,700
3128
$2.41M ﹤0.01%
133,035
-664
3129
$2.41M ﹤0.01%
70,846
-947,086
3130
$2.4M ﹤0.01%
227,987
-22,201
3131
$2.4M ﹤0.01%
927,488
+158,587
3132
$2.4M ﹤0.01%
398,021
-747,397
3133
$2.39M ﹤0.01%
215,109
-230
3134
$2.39M ﹤0.01%
421,167
-1,636,443
3135
$2.39M ﹤0.01%
176,933
-3,246
3136
$2.38M ﹤0.01%
205,078
+109,339
3137
$2.38M ﹤0.01%
332,109
+10,604
3138
$2.38M ﹤0.01%
131,515
-61,402
3139
$2.38M ﹤0.01%
184,594
-12,942
3140
$2.38M ﹤0.01%
208,921
-158,197
3141
$2.37M ﹤0.01%
13,338
+8,383
3142
$2.37M ﹤0.01%
205,014
-1,693
3143
$2.37M ﹤0.01%
109,532
-18,327
3144
$2.37M ﹤0.01%
1,600,828
-45,486
3145
$2.37M ﹤0.01%
780
-6,058
3146
$2.37M ﹤0.01%
19,225
+8,980
3147
$2.36M ﹤0.01%
1,565,779
+319,517
3148
$2.36M ﹤0.01%
56,305
-51,991
3149
$2.35M ﹤0.01%
321,932
-50,978
3150
$2.35M ﹤0.01%
196,983
-77,899
124 125
126
127 128